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Canvas Wealth Advisors’s Merit Medical Systems MMSI Stock Holding History

Canvas Wealth Advisors’s Portfolio MMSI Stock Details MMSI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-5,713
Closed -$347K – 120
2021
Q1 		$347K Buy
+5,713
New +$327K 0.2% 80

Other funds holding MMSI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $2.4B AUM 42.85% 1-Year Est. Return
SV
Starboard Value New York $4.52B AUM 19.34% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
ACB
Aristotle Capital Boston Boston, Massachusetts $1.49B AUM 32.81% 1-Year Est. Return

Canvas Wealth Advisors's MMSI Position: Q2 2021 in Review

Canvas Wealth Advisors sold out of Merit Medical Systems (MMSI) in Q2 2021, closing a stake of 5,713 shares — an estimated $347K sold.

Canvas Wealth Advisors first reported a position in MMSI in Q1 2021 and held it in 1 quarter. The position peaked at $347K in Q1 2021. 238 funds tracked by Wall St. Rank hold MMSI as of Q2 2021.

  • Canvas Wealth Advisors reported no remaining Merit Medical Systems position as of Q2 2021 after selling out during the quarter.
  • Canvas Wealth Advisors sold 5,713 Merit Medical Systems shares in Q2 2021, an estimated $347K.
  • Canvas Wealth Advisors first reported a position in Merit Medical Systems in Q1 2021 and held it in 1 quarter.
  • Canvas Wealth Advisors's Merit Medical Systems position peaked at $347K in Q1 2021.
  • 238 funds tracked by Wall St. Rank held Merit Medical Systems as of Q2 2021.

Based on Canvas Wealth Advisors's 13F filing for Q2 2021, filed 2 Aug 2021.